EverSource Wealth Advisors, LLC VTV Holdings History
EverSource Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 311,989.00 shares of Vanguard Value ETF(VTV), totaling $53.89 Mil. This investment constitutes 2.97% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 12 purchases of VTV, at an average price of $146.13, for a total of 320,022.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 8,033.00 shares. Based on historical transaction data and VTV's current price of $177.66, EverSource Wealth Advisors, LLC's estimated gain on his VTV holdings is $10.06 Mil, reflecting a 21.52% gain to date.
EverSource Wealth Advisors, LLC VTV ($177.66) Holding Chart
EverSource Wealth Advisors, LLC VTV ($177.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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